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features
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support

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Description

Confluence Technologies specializes in data-driven solutions for investment management, offering a comprehensive suite of products that enhance efficiency, control, and transparency. With a client base spanning more than 40 countries and including leading asset managers and service providers, Confluence supports regulatory compliance, risk analytics, performance measurement, and investor communications. The company’s innovative platforms enable organizations to manage complex data workflows, monitor investments, and meet evolving regulatory demands seamlessly. Confluence also offers ESG solutions and private fund reporting, positioning itself as a trusted partner for sophisticated investment management needs.

Description

AGILE stands out as VERMEG's acclaimed modular platform for regulatory reporting, tailored to fulfill both technical and business requirements. It boasts versatile deployment methods, allowing for both on-premise installations and Software as a Service (SaaS) access, enabling users to connect from anywhere at any time. The platform is designed to maintain ongoing compliance by incorporating the latest regulatory changes, calculations, templates, and validations, ensuring users remain in sync with up-to-date standards. With its scalable automation capabilities, AGILE adapts to the evolving needs of a business, offering cost-effectiveness throughout all phases of growth. Additionally, it provides strong governance through customizable workflows, as well as tailored tolerance, variance, and movement reports. The platform encompasses a comprehensive array of reports, including prudential, statistical, granular, national, and disclosure types, along with tools for generating ad-hoc reports. Moreover, AGILE features an extensive suite of calculation modules that address capital adequacy, credit risk, market risk, liquidity, and various other facets of financial reporting, ensuring that organizations are well-prepared for diverse regulatory demands. This combination of features makes AGILE an indispensable tool for financial institutions aiming to navigate the complex landscape of regulatory compliance.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Azeon
Menturi
Serval
Wired Relations

Integrations

Azeon
Menturi
Serval
Wired Relations

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Confluence Technologies

Founded

1991

Country

United States

Website

www.confluence.com

Vendor Details

Company Name

Vermeg

Founded

1993

Country

United States

Website

www.vermeg.com/agile/

Product Features

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

ESG

Activity Dashboard
Analytics/Reporting
Audit Management
Benchmarking
Compliance Management
Data Visualization
Document Management
Performance Metrics
Risk Assessment

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Investor Relations

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations

Product Features

Alternatives

Alternatives

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